Nanoco Share Discussion Threads

[joepublic1] 25/8/2017 19:28

Can't help thinking it is all a question of timing:

Mass market TV buyers do not spend over £1k on a new TV.
TV sellers are currently offering 4k sets much like they offered HD sets 10 years ago.
There is very little 4k content available today and it will take the next several years for this to change.
So if most buyers keep a TV for say 5-10 years, they are now going to want to buy a 4k TV, and that alone is going to cost them. Few will be able to afford QD as well or OLED as well.
If you are not a leading brand you sell sets by undercutting the leading brands on price. So you want to sell 4k sets at significantly less than Samsung and LG. Hence you may be reluctant to add QDs and extra cost when you don't have to and it will just add another £80-£100 to the selling price of your TV.
Non-leading brands are likely to wait and let Samsung prove there is a distinct demand for QD in the mass market before they offer cut price QD sets.
So that could explain why it is taking a while.
However the market seems sure to come, it is easy to get ahead of ourselves. The Samsung QD TVs look awesome in JL but only a limted percentage of buyers will shell out over £1k for a TV. We just need to wait, hope that Nanoco have put a floor price on their IP (minimum £5 per gram royalty), and rue the fact they have been way over bullish and spendthrift. They need to cut back to £6M pa running costs and in another 2 years they could still be worth £2 per share.
It is easy to think technology change is faster than it really is. It takes years for todays' high end to perculate down through the market.

[andycapped] 25/8/2017 19:08

Wonder if he'll get a QLED telly in his nick?

[ih_169774] 25/8/2017 19:06

ME will be his cellmate shortly.

[hardrider8] 25/8/2017 17:36

Samsung's boss is sentenced to prison - The Economisthttps://apple.news/AhgUlmSl2TxWzUk4ASJJWVA

[andycapped] 25/8/2017 17:31

Excellent bit of information via Peel Hunt. Why on earth didn't Nanoco include that information in today's RNS? It gives away no confidentiality, yet takes away a lot of ambiguity. So we can expect to see three commercial Tv's and four monitors with CFQD very shortly. Good stuff. Hopefully many more to come.

[mr.oz] 25/8/2017 17:14

Holding RNSs help explain near term behaviour of the share price only, IMV
They have not been any indication in where company is going. Those reducing at this level sugges they were very wrong beforehand.
( you can say the same for holding increases too)

[sinbad74] 25/8/2017 17:09

yes peel huntthis morning

[bagpuss67] 25/8/2017 17:02

Thanks sinbad. Is that from peel hunt? If so it would have been nice if the company had been specific about the range to be launched as it would have added some colour.

[sinbad74] 25/8/2017 16:53

Customer update. The relationship with Wah Hong is progressing, with the first commercial contract announced in June with an Asian OEM. The initial order is to supply films for products due to launch in H2 2017. There will be 3 sizes of TV and 4 monitors in the initial launch programme. The company stated in June that its technology was being evaluated in 16 TV and monitor programmes with 13 OEMS. In the short term, the company will focus on 10 and 5, respectively, with the other opportunities to be progressed in the future.

[ih_169538] 25/8/2017 16:47

Syd ..king of the fake fact generators and personal assistant to ME helpung rearrange deck chairs on the titanic.BTW QMCs commercial site is open ..selling a lot more than qd.Hows tbat 38 pence re entry of yours working out for you :(

[mrplay] 25/8/2017 16:35

Thanks for clarification. But of joy on a sad day

[davemac3] 25/8/2017 16:33

looks like a buy to me too

although I don't know why the holdings reports can't be written in plain English!!!!!

[realcooltrader] 25/8/2017 16:31

Looks like a buy to me. Was 5.33%, now 7.01%.

[mrplay] 25/8/2017 16:30

another rns. Another sell? 3 today

[syd7777] 25/8/2017 16:18

QMC meanwhile have not been invited,must be to do with the cheap dots they are producing with the flow process.QD Vision tried and failed and it looks like QMC are heading in that direction.No commercial sales at all to date.

[ih_169538] 25/8/2017 16:12

Samsung wants as many companies as possible to join their QLED consortium.Doesnt hurt they get to self promote their QLED brand at the same time.

[andycapped] 25/8/2017 16:06

I think it's interesting that there is still no mention of Korean OEM's, despite Samsung being heavily hinted at over the past twelve months or so, and that they seem keen to share a platform with Nanoco and give them kudos. Why would they bother with this, what's in it for them?

[slipperysidewinder] 25/8/2017 15:32

From a long term holder on the lse thread.

facing facts
Maybe. I have a killer hangover and I have a grouchy temperament this morning in general, just crystalised a 40% loss on this and it doesn't help my mood. Put it this way, Nanoco have been losing £10m a year for some time now, the recent Edison note states Dow can at full current capacity provide about £1.5m (~£1 per TV?) royalty. Say Nanoco @ full capacity are 600kg x £40k so maybe ~ £11m gross profit. So, even if Nanoco and Dow are running at full capacity in the next 12 months, the operating profit will be less than £5m, split between 250m shares, 2-4p EPS tops? (fag packet calcs), from a standing start of more or less 0.

[trt] 25/8/2017 15:29

Grabbed a few more - thank you

[slipperysidewinder] 25/8/2017 15:26

From a long term holder on the lse thread.

facing facts
Maybe. I have a killer hangover and I have a grouchy temperament this morning in general, just crystalised a 40% loss on this and it doesn't help my mood. Put it this way, Nanoco have been losing £10m a year for some time now, the recent Edison note states Dow can at full current capacity provide about £1.5m (~£1 per TV?) royalty. Say Nanoco @ full capacity are 600kg x £40k so maybe ~ £11m gross profit. So, even if Nanoco and Dow are running at full capacity in the next 12 months, the operating profit will be less than £5m, split between 250m shares, 2-4p EPS tops? (fag packet calcs), from a standing start of more or less 0.

[wigwammer] 25/8/2017 15:10

"if your comparing charts etc"I'm really suggesting you worry about your own problem.

[ih_169538] 25/8/2017 15:09

Isnt it disturbing that just 2 days ago in a press release they were still promoting their solar division and now is canning it.What next ..grow lights which has produced little revenues to date while the weed industry is exploding.Its a bit amusing ME was down talking his competitors all while trying to plug holes in his own ship.

Solar, where Nanoco’s CFQD® quantum dots are incorporated into printable solar inks for future thin, highly efficient and low cost solar cells.

[bagpuss67] 25/8/2017 14:55

What's sad is that none of the independent QD companies can be said to be flourishing in this nascent market and all are under some financial strain. Not impossible that all three fail. Just a bit too early to market...

[ih_169538] 25/8/2017 14:48

not at all time lows like Nano!..if your comparing charts.

[wigwammer] 25/8/2017 14:45

"Cash call coming at 750k a montb overhead"Anyone who wants some light relief - check the QMC chart.